Our Planning Process

Whether you’re just starting out, well on your way to living your dream or eagerly approaching retirement, make sure
you’re financially prepared to achieve a lifetime of goals. We can help you reach them with a personalized financial
plan.

We will apply time-tested strategies, providing education and expert advice to help you make decisions based on
your priorities. And as your circumstances and priorities change over time, we’ll work with you to revise your plan
so you can meet each of life’s challenges head on and celebrate your accomplishments along the way.

Even small changes in your life can impact your financial plan. We’ll help you adjust your plan as needed to stay
on track.

And although your financial strategy will be unique to you, we’ll ensure that it’s built on a solid foundation
to help you protect against the unexpected, accumulate wealth and preserve what you’re working so hard to achieve.

If you’re a business owner, we recognize there’s no separating the goals you have
for your family and the goals you have for your business. That’s why we offer a process that addresses both, allowing
you to create a competitive business advantage
and live the life you envision.

You’ll be supported by a team of experts who specialize in business planning – such as employee benefits, insurance
and exit planning – alongside those who specialize in personal financial planning
and estate planning.

Learn more about the business planning, products and solutions under the Services tab on this website.

Take the First Step

Regardless of whether or not you own a business, our personalized approach to financial planning is much like building a
custom home – designed to your specifications, built to meet your goals. Learn more about how we help our clients
live the life they envision in
this two-minute video.

Then, take the first and most important step toward creating a lifetime of financial security. Contact me to set up a meeting.

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Jeffrey Craig Hackbarth is a Representative of Northwestern Mutual Wealth Management Company®, (NMWMC) Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank. All NMWMC products and services are offered only by properly credentialed Representatives who operate from agency offices of NMWMC. Representative is an Insurance Agent of NM, and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance), a subsidiary of NM, and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org).

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives. Financial Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Jeffrey Craig Hackbarth is primarily licensed in Wisconsin and may be licensed in other states.